David W. Garrett

BENTOAK CAPITAL

Weatherford, TX 76086

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CRD#: 2498087

Professional summary

David Wayne Garrett, CFP®, who also goes by Wayne Garrett, is a registered financial advisor currently at BENTOAK CAPITAL located in Weatherford, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wayne Garrett

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Wayne Garrett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

January 2, 2015 - Present

BENTOAK CAPITAL

Office #1: 201 Ft. Worth Hwy., Weatherford, TX 76086

RIA

CRD#: 173563

Weatherford, TX

Past

June 13, 2002 - January 25, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

WEATHERFORD, TX

Past

August 27, 2001 - December 20, 2024

LPL FINANCIAL LLC

CRD#: 6413

WEATHERFORD, TX

Past

June 22, 1994 - September 4, 2001

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BENTOAK CAPITAL

CRD#: 173563 / SEC#: 801-80598

RIA

Registered Investment Advisory firm - (11/25/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/2/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/21/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/12/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/21/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/28/1998

General Securities Principal Examination

Current Firm

BENTOAK CAPITAL

CRD#: 173563 / SEC#: 801-80598

RIA

Registered Investment Advisory firm - (11/25/2014 Approved)

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Contact information

Main Address

201 Ft. Worth Hwy., Weatherford, TX 76086

Mailing Address

Phone number

(817) 550-6750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GARRETT WEALTH ADVISORY GROUP DISCLOSURE BROCHURE (2/10/2026)

GARRETT WEALTH ADVISORY GROUP - WRAP FEE BROCHURE (9/23/2025)

Regulatory assets under management

Total Number of Accounts	1,769
AUM (Assets Under Management)	$ 803,657,019

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David W. Garrett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Wayne Garrett's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENTOAK CAPITAL

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

BENTOAK CAPITAL

State Registrations and Notice Filings

Exams

Series 63

Date: 6/21/1994

SIE

Date: 10/1/2018

Series 7

Date: 9/12/1995

Series 6

Date: 6/21/1994

Series 24

Date: 1/28/1998

Current Firm

BENTOAK CAPITAL

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BENTOAK CAPITAL

TRUST BUT VERIFY

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